Industry Insights

Three Trends That Will Fuel the Adoption of AI

AI has finally shifted from headline hype to practical help because three new tools remove the friction that kept it bottled up: the Model Context Protocol, autonomous AI agents, and AI-powered browsers. Here’s how they’re turning chatbots into true coworkers—and why your business should care.
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The OBBBA Car Loan Tax Deduction

If you’re shopping for a new car, there’s a limited-time tax break that could save you thousands of dollars. However, there’s a specific window of time, the rules are strict, and you must act strategically to make it work. Watch our video to learn more.
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Impersonation Fraud: Internal Controls for Front Line Defense

Scammers can now imitate your bank, your vendors, even your own executives, often with AI-generated voices. Watch this video to learn about safeguards your company can use to block these look-alike attacks.
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Scenario Planning: A Roadmap for Business Agility

In a world of constant change and unpredictability, scenario planning empowers businesses to anticipate multiple futures and make informed decisions. This strategic approach helps organizations manage risks, optimize resources, and stay agile amidst economic volatility, technological advancements, and shifting consumer preferences. Discover how scenario planning can transform your company’s resilience and growth potential.
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When a Growing Business Needs More Than a Bookkeeper

Has your business outgrown basic bookkeeping? If you’re facing bigger decisions, more complexity, or uncertainty about your financial future, it may be time to consider whether you need more strategic financial support than a bookkeeper can provide.
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Unlocking Opportunities in a Shifting Economy

Economic upheaval doesn’t just bring challenges – it opens the door for businesses that are willing to adapt. Now is the time to rethink your operations and uncover new opportunities for growth.
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Financial Blind Spots at Each Stage of the Business Lifecycle

Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
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Family Loans and Gifts: Avoiding a Tax Headache

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
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Avoiding Common Mistakes in Transition Planning

Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
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Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
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A Nonprofit’s Guide to Weathering Policy Changes

When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.
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Streamline 1099 Reporting: Tips for a Smooth Filing Season

Confused about who needs a 1099 and which form applies? You’re not alone. This quick guide cuts through the chaos so you can handle your 1099s with confidence.
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Strengthen Your Financial Plan: A 6-Step Checklist

Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and investment planning.
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Guide to Commission-Based Pay for Sales Teams

Discover how commission-based pay can transform your sales team by aligning compensation with performance to drive revenue and retain top talent. Explore various commission structures, their benefits, and best practices for implementation in this comprehensive guide. Propel your business toward greater success with an incentivized sales force.
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Expand Your Client Base with Referral and Partner Programs

Grow your client base through trust and collaboration. Referral, partner, and affiliate programs offer efficient ways to attract high-quality leads by leveraging relationships and shared networks. Explore how these strategies can help you expand your reach, reduce costs, and build lasting client relationships.
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Attestation Services: An Introductory Guide

In today’s business world, trust and transparency are non-negotiable. Discover how attestation services can enhance your company’s credibility by providing independent verification of your financial information. Read our essential guide to learn how these services can drive business success and foster stakeholder confidence.
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Elevate Your Business With CPA Advisory Services

Discover how CPA advisory services can provide strategic value to your business, helping you navigate complex transactions and enhance financial efficiency. This video explores different services CPAs offer, from financial planning to M&A consulting, and how they can benefit your business.
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A Proactive Approach to Cybersecurity Risk Management

Cyber threats are serious business risks that can harm your bottom line, reputation, and operations. This guide covers essential defense strategies you need to know to protect your business. Learn how proactive cybersecurity measures can make all the difference.
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Small Business Tax Credits And Deductions

If you’re a small business owner, this video will provide an overview of the tax credits and deductions available to you. From the Qualified Business Income deduction to the Disabled Access Credit, learn how to utilize these opportunities to reduce your tax liability.
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The Unseen Complexities of Lease Accounting

Lease accounting is more than meets the eye! This article explores the unseen complexities and challenges that can influence financial reporting and decision-making.
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